Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,729 shares of IYY stock, worth $788,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,729
Previous 5,544 3.34%
Holding current value
$788,997
Previous $773,000 5.95%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$138.14 - $149.13 $25,555 - $27,589
185 Added 3.34%
5,729 $819,000
Q3 2024

Nov 12, 2024
BUY
$125.77 - $139.59 $697,268 - $773,886
5,544 New
5,544 $773,000

Others Institutions Holding IYY

# of Institutions
281
Shares Held
3.93M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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